Operation Wilfred–Plan R4
Part of the Norwegian campaign,Second World War
Map of Norway
Date 8 April 1940 Location Norwegian territorial waters 68°03′N14°46′E / 68.050°N 14.767°E /68.050; 14.767
Belligerents
United Kingdom France	Germany	Norway

Operation Wilfred was a British and French naval operation during theSecond World War that involved themining of the channels betweenNorway and its offshore islands to prevent the transport ofSwedish iron ore through neutral Norwegian waters. TheAllies assumed that Wilfred would provoke German retaliation in Norway and preparedPlan R4 to occupyNarvik,Stavanger,Bergen andTrondheim. On 8 April 1940, the operation was partly carried out but was overtaken by events, when the Germans beganOperation Weserübung on 9 April, the invasion of Norway andDenmark, which began theNorwegian Campaign.

The British War cabinet expended considerable energy on plans for land operations in Scandinavia during the winter of 1939–1940. The Winter War (30 November 1939 – 13 March 1940) between the Soviet Union and Finland could be used as a pretext. The deputy permanent under-secretary at theForeign Office,Orme Sargent, wrote

...our desire to assist Finland is only a pretext to justify our occupying Northern Sweden. The original object of a Scandinavia expedition was to prevent Germany from obtaining theGällivare iron ore, because we believed that by depriving [Germany] of this we should bring her to her knees within a few months.^[1]

and advocated the seizure of the Lapland iron ore fields to prevent a Finnish defeat and German control ofSweden.^[a] German iron-ore imports from Sweden were about 20,000,000 long tons (20,000,000 t) in 1938; about 9,000,000 long tons (9,100,000 t) had been denied Germany by the Allied blockade since 1939. In the summer the ore was sent fromLuleå in theGulf of Bothnia but the winter ice closed this route and ore was sent instead by rail toNarvik, for shipment to Germany.^[3]

At theAdmiralty,Winston Churchill, theFirst Lord of the Admiralty, wanted an offensive policy, particularly after theAltmark incident (16–17 February 1940). British ships had entered Norwegian territorial waters to rescue merchant sailors being held onAltmark and taken to Germany after being taken prisoner when their ships had been sunk by the heavy cruiserAdmiral Graf Spee. On 20 February 1940, Churchill ordered the Admiralty urgently to prepare a minelaying plan which "being minor and innocent may be called Wilfred".^[4][b] Churchill thought that a landing in Norway, without Norwegian acquiescence, was a mistake, even if there was no more than a minor exchange of fire with the Norwegian army. Churchill held that laying mines in theIndreled (Inner Leads) in Norwegian waters, could be done without a confrontation with theRoyal Norwegian Navy (Sjøforsvaret). The War Cabinet and theMinistry of Economic Warfare hesitated to support hostilities in Norwegian waters, because of the effect that they could have on British imports from Norway and Sweden. On 29 February, the prime Minister,Neville Chamberlain, decided to wait and see.^[4]

Despite the uncertainty, the Allied army high commands worked on plans for land operations in Scandinavia. InOperation Avonmouth, three battalions ofChasseurs Alpins and a British infantry brigade, with three ski companies attached, were to land at Narvik and advance along the railway to take over the iron ore fields inLapland. The Frenchchasseurs and Foreign Legionnaires were to continue east towards Finland but keep away from the Red Army and risk being cut off by a German force when the ice in the Gulf of Bothnia thawed.^[6]

Operation Stratford, was a plan for five battalions of British infantry to garrison Stavanger, Bergen and Trondheim to deny the Germans bridgeheads. InOperation Plymouth three divisions were to stand ready to cross to Trondheim to aid Sweden if the Swedish government requested it. French ships and troops assembled in the FrenchChannel Ports andBrest. Up to 100,000 British and 50,000 French troops with generous air and naval support might participate, the main effort being in Norway, with 10,000 to 15,000 troops advancing into Finland. German counter-landings were expected in southern Norway up to Stavanger. The latest date that the Gulf of Bothnia could be expected to remain frozen was 3 April.^[6]

The French view was that an operation in Scandinavia had many advantages it would divert German troops from theMaginot Line and if iron ore deliveries to Germany were prevented it would have a severe effect on the German war economy. The British would have to carry the naval burden and a few thousand troops of theFrench Foreign Legion would show the French government's determination to fight. AdmiralGabriel Auphan, the Deputy Chief of the Maritime Staff (Sous-chef d'état-major des forces maritimes) wrote later,

...It's a little cynical to say so, but no-one really expected to stop the Soviet army and Save Finland. The idea was to use the pretext of such an operation to lay out hands on the Swedish Iron-ore, and thus deny it to Germany.^[7]

and the Prime Minister,Edouard Daladier, wanted swift action. The Norwegians had been warned in January and could be ignored during a "swift occupation of the main Norwegian ports and landing of an expeditionary force". Having decided to wait, the British on 1 March resolved to try to obtain permission from the Norwegians and the Swedes to allow the transit of a military force to Finland via Narvik, Kiruna and Gällivare but the Norwegian prime minister rejected the request on 4 March, the Swedish prime minister having rejected the request the day before. On 11 March the French told the War Cabinet that Daladier would be forced to resign over the Finland question, unless something was done. The British agreed to dispatch troops to Narvik regardless of whether the Norwegians acquiesced.^[8]

In Plan R3, Major-GeneralPierse Macksey, the commander of the49th (West Riding) Infantry Division, was made land commander and AdmiralEdward Evans the naval commander, with Audet in command of theCorps éxpeditionnaire français en Scandinavie. The British commanders were briefed on 12 March that they were to land a force at Narvik, assist Finland and deny Russia and Germany the Swedish iron ore fields for as long as they could. The force was only to attempt a landing if the Norwegians made only token resistance. Force was not to be used except in self-defence. The plan caused confusion in the War Cabinet because several partly-trained British divisions were to be imposed on Norway and Sweden.^[9]

Reaching Finland was unlikely and the force might have to re-embark if the Norwegians resisted. During 12 March the War Cabinet decided only to implement the Narvik landing and seize the railway terminus. On 13 March the embarkation began, only to be cancelled that day on the news of the Finnish capitulation to the USSR. Churchill and theChief of the Imperial General Staff, General SirEdmund Ironside tried to get permission to land at Narvik but were rebuffed, most of the troops for Operation Avonmouth being sent to France and theChasseurs Alpins sent to their base. The French ships resumed their normal duties and the British ships went back to theNorthern Patrol.^[9]

By late March 1940, after the resignation of Daladier and the appointment ofPaul Reynaud as prime minister of France, at theSupreme War Council, Chamberlain presented Operation Royal Marine, a scheme to put floating mines into theRhine to disrupt river traffic downriver in theRhineland. The French agreed to the plan provided that it was linked to mining operations in the Norwegian Leads. By 1 April a warning would have been sent to the Norwegian and Swedish governments that the Allies would stop the passage of German iron-ore ships. A few days later mines would be laid in the Leads and operations against German shipping would be undertaken as floating mines were to be placed in the Rhine and other German rivers. Churchill and Ironside managed to get a decision that British and French troops were to go to Narvik and advance to the frontier with Sweden. The French Admiral Darlan saw the landing plan as a catalyst to bring out the German fleet and sent orders that the French forces which had just been disbanded to be reassembled; theWar Office began to gather the forces that had dispersed after the cancellation of Operation Stratford and Operation Avonmouth.^[10]

On 3 April, the British began to receive reports of an accumulation of shipping and troops in the Baltic German ports ofRostock,Stettin andSwinemunde. It was assumed that it was part of a force being sent to counter an Allied move against Scandinavia (the Germans had some awareness of Allied plans as a result of their own intelligence) and so that day, the British took the decision to proceed with the mining of the iron ore route separately from Operation Royal Marine, setting a date of 8 April for the Admiralty to implement it.

The mining plan became Operation Wilfred and the new landing operation Plan, R4. Force WV, consisting of four destroyer minelayers and four escorting destroyers was to lay mines off just south of theLofoten Islands inVestfjorden (67°24'N, 14°36'E) in the channel leading toNarvik. Force WS, the auxiliary minelayerHMS Teviot Bank and four destroyers was to lay mines off Stadtlandet (62°N, 5°E). Force WB, with two destroyers, was to lay a dummy minefield off theBud headland, south ofKristiansund (62°54'N, 6°55'E) if the Norwegians swept the mines, they were to be replaced by the minelayers.^[11]

The British anticipated that Operation Wilfred would prompt German retaliation and Plan R4 was a scheme to forestall German landings by occupying Stavanger, Bergen, Trondheim and Narvik as soon as the Germans revealed their intentions. Brigadier C. G. Phillips and two battalions of infantry for Bergen and two for Stavanger embarked at Rosyth on 7 April in the cruisersHMS Berwick,York,Devonshire andGlasgow.^[12] Troops for Narvik were assembled on the Clyde to commence embarkation on the morning of 8 April, to depart later in the day, in six destroyers, escorted by the cruisersHMS Penelope andAurora; Admiral Evans and Major-General Mackesy on Aurora. Although waiting on the Germans conceded the initiative, sixteen submarines were sent to patrol the likely German approach routes to give warning.^[11] An infantry battalion bound for Trondheim was due to follow on 9 April. Plan R4 expected that the British troops would be able to hold their positions until reinforced.^[12]

On 3 April, the cruisersBerwick,York,Devonshire andGlasgow with the destroyersHMS Afridi,Cossack,Gurkha,Mohawk,Sikh andZulu embarked their troops atRosyth to be transported to Norway for Plan R4.^[11] Additional troops embarked onto transport ships in the Clyde with other troops, held in readiness until evidence of German intentions gave a pretext to send them to Norway. On 5 April a large force of warships, escorted by thebattlecruiserHMS Renown and the cruiserHMS Birmingham, comprising elements of Operation Wilfred and Plan R4 set out from the main British naval base atScapa Flow for the Norwegian coast. On 7 April, the force split, one to carry on to Narvik, the others to carry out Wilfred to the south. If the Norwegians swept the minefields, the British would lay new ones close by. If the Norwegians challenged the British ships, the latter were to inform them that they were there to protect merchant vessels. The British would then withdraw, leaving the Norwegians to guard the area.^[13]

As Force WS sailed for Stadtlandet on 7 April, German ships were sighted in theHeligoland Bight on passage to Norway and the mine laying was cancelled. Early the next day, 8 April, the day scheduled for Wilfred, the British government informed the Norwegian authorities of its intention to mine Norwegian territorial waters. Soon afterwards, Force WB simulated mine laying off the Bud headland by using oil drums and patrolled the area to "warn" shipping of the danger. Force WV laid the minefield in the mouth of Vestfjord. At 05:15 that morning, the Allies broadcast a statement to the world that justified their action and defined the mined areas. The Norwegian government issued a strong protest and demanded their immediate removal; the German fleet was already advancing up the Norwegian coasts.^{[citation needed]}

Later that day, the ore carrierRio de Janeiro, sailing from Stettin, in northern Germany was sunk in theSkagerrak by the Polish submarineOrzeł. The ship was carrying troops, horses and tanks for the German invasion of Norway, part ofOperation Weserübung. Around half of the 300 men on board were drowned, survivors telling the crews of the Norwegian fishing boats that picked them up that they were on their way to Bergen to defend it from the British.^[14]

Operation Wilfred was complete, the southern ships of Force WS and Force WB rejoined theHome Fleet and took part inOperation Rupert, British operations against the German invasion of Norway. Force WV to the north confronted the German landings. The Norwegians were taken by surprise by the German invasion on 9 April, which began with German landings in the Norwegian cities of Stavanger, Oslo, Trondheim, Narvik and Bergen. British and French troops landed at Narvik on 14 April toassist the Norwegians, pushing the Germans out of the town and almost forcing them to surrender. Despite Allied landings between 18 and 23 April, the Norwegians surrendered on 9 June 1940. Operation Wilfred failed to cut off iron ore shipments to Germany but for the rest of the war British ships and aircraft could enter Norwegian waters and attack German ships at will.^{[citation needed]}

HMS Glowworm (Lieutenant-CommanderGerard Roope), had become detached from the main force on 6 April to look for a man lost overboard and encountered the Germanheavy cruiserAdmiral Hipper.Glowworm carried out a torpedo attack and after receiving return fire and suffering severe damage, she rammedAdmiral Hipper, sinking soon afterwards, with the loss 111 men; Roope was awarded a posthumousVictoria Cross.^[15]Renown, which had diverted to assistGlowworm, fought theAction off Lofoten with the German battleshipsScharnhorst andGneisenau 80 nmi (150 km; 92 mi) off the coast. The Germans disengaged from the battle, drawingRenown and her escorts away from the German landings at Narvik.^[16] The 2nd Destroyer Flotilla, which had taken part in the mining of the Vestfjord, took part in theFirst Naval Battle of Narvik (10 April).^[17]Icarus capturedAlster (11 April) and took part in theSecond Naval Battle of Narvik (13 April 1940).^[18]

• Operation Catherine (proposed Baltic operation)

• Butler, James (1971) [1957].Grand Strategy: September 1939 – June 1941. Britain and the Second World War – Military Series. Vol. II (2nd (amended) ed.). London:HMSO.ISBN 0-11-630095-7.
• Derry, T. K. (2004) [1952].Butler, J. R. M. (ed.).The Campaign in Norway. History of the Second World War, United Kingdom Military Series (Naval & Military Press ed.). London:HMSO.ISBN 1-845740-57-2. Retrieved7 February 2016.
• Esposito, Vincent, ed. (1964).A Concise History of World War II. London: Pall Mall Press.OCLC 1063059115 – via Archive Foundation.
• Hinsley, F. H. (Harry) (1994) [1993].British Intelligence in the Second World War (Abridged). History of the Second World War (2nd pbk. rev. ed.). London: HMSO.ISBN 978-0-11-630961-7.

• Norwegian campaign
• 1940 in Norway
• Military operations directly affecting Sweden during World War II
• Maritime incidents in Norway
• Norway–United Kingdom relations
• Mine warfare
• Blockades of World War II

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